SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 791,590 shares; 2024Q4: 646,116 shares; 2025Q1: 601,864 shares; 2025Q2: 759,836 shares; 2025Q3: 468,871 shares; 2025Q4: 488,414 shares; 2026Q1: 300,466 shares; 2026Q2: 616,805 shares 616,805 $62.1M 19.42% +316,339 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 844,417 shares; 2025Q4: 821,980 shares; 2026Q1: 1,402,959 shares; 2026Q2: 897,952 shares 897,952 $30.8M 9.62% -505,007 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,607 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 11,125 shares; 2026Q2: 8,972 shares 8,972 $10.4M 3.24% -2,153 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: 986 shares; 2026Q2: 8,262 shares 8,262 $9.71M 3.04% +7,276 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,392 shares; 2024Q4: 299,711 shares; 2025Q1: 296,714 shares; 2025Q2: 401,531 shares; 2025Q3: 144,212 shares; 2025Q4: 107,411 shares; 2026Q1: 97,631 shares; 2026Q2: 138,987 shares 138,987 $8.54M 2.67% +41,356 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,499 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,255 shares 14,255 $8.28M 2.59% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,798 shares; 2024Q4: 284,845 shares; 2025Q1: 307,516 shares; 2025Q2: 414,243 shares; 2025Q3: 138,911 shares; 2025Q4: 101,312 shares; 2026Q1: 104,653 shares; 2026Q2: 136,335 shares 136,335 $7.7M 2.41% +31,682 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,889 shares; 2025Q3: 3,933 shares; 2025Q4: 1,991 shares; 2026Q1: not reported; 2026Q2: 22,173 shares 22,173 $7.56M 2.36% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,825 shares; 2026Q2: 6,955 shares 6,955 $7.41M 2.32% +130 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207,545 shares; 2026Q1: 230,813 shares; 2026Q2: 132,130 shares 132,130 $7.37M 2.3% -98,683 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,036 shares; 2026Q1: 54,659 shares; 2026Q2: 28,319 shares 28,319 $7.23M 2.26% -26,340 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,398 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,534 shares; 2026Q1: 178,254 shares; 2026Q2: 132,860 shares 132,860 $7.05M 2.21% -45,394 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,421 shares 47,421 $6.62M 2.07% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,305 shares; 2025Q3: 2,062 shares; 2025Q4: 8,006 shares; 2026Q1: 8,255 shares; 2026Q2: 9,091 shares 9,091 $6.55M 2.05% +836 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,392 shares 101,392 $6.52M 2.04% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,764 shares; 2024Q4: 39,725 shares; 2025Q1: 39,716 shares; 2025Q2: 52,875 shares; 2025Q3: 47,894 shares; 2025Q4: 47,119 shares; 2026Q1: 36,108 shares; 2026Q2: 31,378 shares 31,378 $6.28M 1.96% -4,730 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,869 shares 14,869 $6.18M 1.93% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,076 shares 3,076 $6.12M 1.91% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,453 shares; 2024Q4: 24,735 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,463 shares; 2026Q1: 17,416 shares; 2026Q2: 16,810 shares 16,810 $6.01M 1.88% -606 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,316 shares; 2025Q3: 15,476 shares; 2025Q4: 3,364 shares; 2026Q1: not reported; 2026Q2: 63,384 shares 63,384 $5.74M 1.8% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,111 shares; 2025Q3: 29,019 shares; 2025Q4: 28,695 shares; 2026Q1: 24,091 shares; 2026Q2: 20,849 shares 20,849 $5.61M 1.75% -3,242 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 4,587 shares; 2025Q4: 4,721 shares; 2026Q1: 2,481 shares; 2026Q2: 5,524 shares 5,524 $5.59M 1.75% +3,043 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,231 shares; 2025Q3: 34,810 shares; 2025Q4: 35,264 shares; 2026Q1: 36,656 shares; 2026Q2: 18,212 shares 18,212 $5.47M 1.71% -18,444 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,065 shares 13,065 $5.19M 1.62% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,174 shares 24,174 $5.05M 1.58% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,387 shares; 2026Q1: 162,118 shares; 2026Q2: 180,988 shares 180,988 $5M 1.57% +18,870 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,406 shares; 2026Q1: 82,446 shares; 2026Q2: 143,365 shares 143,365 $4.51M 1.41% +60,919 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,706 shares; 2025Q3: 23,239 shares; 2025Q4: 22,333 shares; 2026Q1: 16,806 shares; 2026Q2: 11,711 shares 11,711 $4.38M 1.37% -5,095 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,393 shares 45,393 $4.31M 1.35% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163,993 shares 163,993 $3.87M 1.21% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,190 shares; 2025Q3: 9,463 shares; 2025Q4: 8,428 shares; 2026Q1: 14,466 shares; 2026Q2: 18,626 shares 18,626 $3.45M 1.08% +4,160 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 5,031 shares; 2026Q2: 4,786 shares 4,786 $3.07M 0.96% -245 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,732 shares; 2025Q4: 7,837 shares; 2026Q1: 14,751 shares; 2026Q2: 18,424 shares 18,424 $2.89M 0.9% +3,673 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,496 shares; 2025Q3: 5,546 shares; 2025Q4: 3,876 shares; 2026Q1: 2,311 shares; 2026Q2: 2,278 shares 2,278 $2.2M 0.69% -33 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,021 shares; 2025Q3: 9,073 shares; 2025Q4: 8,593 shares; 2026Q1: 8,482 shares; 2026Q2: 8,107 shares 8,107 $1.97M 0.61% -375 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,335 shares; 2024Q4: 26,948 shares; 2025Q1: 28,950 shares; 2025Q2: 7,811 shares; 2025Q3: 7,888 shares; 2025Q4: 7,629 shares; 2026Q1: 7,804 shares; 2026Q2: 6,197 shares 6,197 $1.79M 0.56% -1,607 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,493 shares; 2026Q2: 17,707 shares 17,707 $1.75M 0.55% -786 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,968 shares; 2026Q2: 40,170 shares 40,170 $1.7M 0.53% -1,798 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,881 shares; 2025Q4: 65,552 shares; 2026Q1: 91,915 shares; 2026Q2: 124,689 shares 124,689 $1.66M 0.52% +32,774 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,864 shares 12,864 $1.54M 0.48% new Timeline GRNI TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224,292 shares; 2026Q1: 205,870 shares; 2026Q2: 64,864 shares 64,864 $1.37M 0.43% -141,006 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 2,888 shares; 2025Q4: 2,423 shares; 2026Q1: 2,273 shares; 2026Q2: 2,013 shares 2,013 $1.24M 0.39% -260 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,646 shares; 2024Q4: 23,820 shares; 2025Q1: 24,193 shares; 2025Q2: 27,956 shares; 2025Q3: 28,747 shares; 2025Q4: 28,560 shares; 2026Q1: 4,933 shares; 2026Q2: 5,100 shares 5,100 $1.22M 0.38% +167 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,632 shares; 2025Q3: 32,632 shares; 2025Q4: 32,211 shares; 2026Q1: 31,905 shares; 2026Q2: 31,905 shares 31,905 $1.14M 0.36% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 3,160 shares; 2025Q1: 4,261 shares; 2025Q2: 4,278 shares; 2025Q3: 3,785 shares; 2025Q4: 3,783 shares; 2026Q1: 3,674 shares; 2026Q2: 2,168 shares 2,168 $1.08M 0.34% -1,506 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,172 shares; 2026Q2: 23,717 shares 23,717 $1.08M 0.34% -27,455 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,180 shares; 2024Q4: 22,554 shares; 2025Q1: 7,382 shares; 2025Q2: 7,580 shares; 2025Q3: 7,594 shares; 2025Q4: 7,321 shares; 2026Q1: 7,336 shares; 2026Q2: 7,348 shares 7,348 $1M 0.31% +12 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,432 shares; 2026Q2: 16,718 shares 16,718 $946K 0.3% -714 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 1,572 shares; 2025Q2: 946 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares; 2026Q1: 1,262 shares; 2026Q2: 1,262 shares 1,262 $942K 0.29% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,401 shares; 2025Q3: 7,483 shares; 2025Q4: 6,712 shares; 2026Q1: 6,418 shares; 2026Q2: 6,359 shares 6,359 $929K 0.29% -59 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,838 shares; 2026Q1: 15,014 shares; 2026Q2: 19,368 shares 19,368 $921K 0.29% +4,354 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 680 shares; 2026Q2: 876 shares 876 $857K 0.27% +196 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,091 shares; 2026Q2: 1,715 shares 1,715 $842K 0.26% +624 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,801 shares; 2025Q1: 49,298 shares; 2025Q2: 47,213 shares; 2025Q3: 7,453 shares; 2025Q4: 6,751 shares; 2026Q1: 9,249 shares; 2026Q2: 6,614 shares 6,614 $749K 0.23% -2,635 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,627 shares; 2024Q4: 72,076 shares; 2025Q1: 70,064 shares; 2025Q2: not reported; 2025Q3: 9,549 shares; 2025Q4: 9,662 shares; 2026Q1: 9,662 shares; 2026Q2: 11,253 shares 11,253 $689K 0.22% +1,591 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,016 shares; 2025Q4: 32,945 shares; 2026Q1: not reported; 2026Q2: 5,646 shares 5,646 $663K 0.21% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,366 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 9,276 shares; 2026Q1: 6,872 shares; 2026Q2: 6,599 shares 6,599 $605K 0.19% -273 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,223 shares; 2025Q4: 1,219 shares; 2026Q1: 1,239 shares; 2026Q2: 1,162 shares 1,162 $592K 0.19% -77 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,976 shares; 2025Q1: 2,976 shares; 2025Q2: 3,000 shares; 2025Q3: 2,993 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares; 2026Q2: 2,664 shares 2,664 $482K 0.15% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 3,462 shares; 2025Q4: 2,970 shares; 2026Q1: not reported; 2026Q2: 3,251 shares 3,251 $476K 0.15% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,277 shares; 2025Q3: 17,341 shares; 2025Q4: 13,409 shares; 2026Q1: 5,916 shares; 2026Q2: 5,702 shares 5,702 $461K 0.14% -214 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,918 shares; 2024Q4: 19,228 shares; 2025Q1: 18,013 shares; 2025Q2: 24,494 shares; 2025Q3: 25,281 shares; 2025Q4: 24,244 shares; 2026Q1: 2,417 shares; 2026Q2: 1,304 shares 1,304 $427K 0.13% -1,113 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,643 shares; 2025Q3: 10,770 shares; 2025Q4: 8,619 shares; 2026Q1: 4,262 shares; 2026Q2: 4,123 shares 4,123 $420K 0.13% -139 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,640 shares; 2025Q3: 22,698 shares; 2025Q4: 22,818 shares; 2026Q1: 22,753 shares; 2026Q2: 22,503 shares 22,503 $417K 0.13% -250 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,355 shares; 2025Q3: 9,354 shares; 2025Q4: 9,429 shares; 2026Q1: 9,677 shares; 2026Q2: 9,583 shares 9,583 $417K 0.13% -94 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 6,985 shares; 2025Q1: 6,985 shares; 2025Q2: 6,985 shares; 2025Q3: 7,116 shares; 2025Q4: 7,007 shares; 2026Q1: 7,107 shares; 2026Q2: 7,085 shares 7,085 $404K 0.13% -22 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,471 shares; 2026Q2: 12,350 shares 12,350 $395K 0.12% -121 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,383 shares; 2026Q2: 7,279 shares 7,279 $354K 0.11% -104 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,829 shares; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 466 shares 466 $343K 0.11% +10 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,871 shares; 2025Q4: 3,855 shares; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $322K 0.1% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,035 shares; 2026Q1: 30,590 shares; 2026Q2: 26,530 shares 26,530 $315K 0.1% -4,060 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,151,188 shares; 2026Q2: 14,649 shares 14,649 $294K 0.09% -2,136,539 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $287K 0.09% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $275K 0.09% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,886 shares; 2024Q4: 10,144 shares; 2025Q1: 635 shares; 2025Q2: 636 shares; 2025Q3: 679 shares; 2025Q4: 665 shares; 2026Q1: 662 shares; 2026Q2: 687 shares 687 $256K 0.08% +25 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,997 shares; 2025Q4: 1,997 shares; 2026Q1: not reported; 2026Q2: 1,997 shares 1,997 $238K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,660 shares 1,660 $232K 0.07% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 7,294 shares; 2025Q2: 8,687 shares; 2025Q3: 1,452 shares; 2025Q4: 436 shares; 2026Q1: not reported; 2026Q2: 382 shares 382 $214K 0.07% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,596 shares; 2025Q4: 9,545 shares; 2026Q1: not reported; 2026Q2: 1,212 shares 1,212 $206K 0.06% new Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,205 shares 9,205 $203K 0.06% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,507 shares; 2025Q2: 13,772 shares; 2025Q3: 14,049 shares; 2025Q4: 14,406 shares; 2026Q1: 14,581 shares; 2026Q2: 14,857 shares 14,857 $190K 0.06% +276 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,999 shares; 2025Q2: 14,279 shares; 2025Q3: 14,567 shares; 2025Q4: 14,914 shares; 2026Q1: 15,087 shares; 2026Q2: 15,361 shares 15,361 $186K 0.06% +274 Timeline